Office And Reception Manager

Chartered financial planners dealing with high net worth clients with a fantastic reputation for the honest and professional advice they provide to the South are recruiting for a Client Services Team Leader to act as the Office and Reception Manager.

Paying upto £27,500 this position is a mix between office work between Wimborne and Christchurch working 37.5 hours Monday to Friday with a core working day 10.00am-4.00pm with a start/finish between 8.00am-6.00pm. You will receive 5 weeks plus 8 bank holidays, Pension 3% of gross salary, Private Medical Insurance after 6 months service and Annual discretionary bonus.

Duties such as....

• Sets high standards for the client journey and experience and to manage this across all sites

• Leads and motivates Reception team

• Reception duties at Wimborne

• Aligning all offices with best practices and ensuring delivery and adherence

• Supports all Managers and specifically Head of Operations

• Conducts monthly 1-1s for Reception team

• Reviews current practices and looks for improvements and efficiencies where appropriate

• Management of company marketing activities

• Works to support the maintenance of the back-office system - Intelligent Office

• Dealing with client queries, effectively and promptly

• Approaches and welcomes all visitors in a friendly and open manner, developing good relationships and

providing well-presented refreshments and condiments

• Maintains Director and Adviser diaries

• Books half-yearly and quarterly client meetings on behalf of financial advisers

Please let me know your thoughts on the above, I would be delighted to discuss further!